11-28-2023 08:02 AM
Is there a way to let the office know an invoice needs to be billed out for special billing or to let the office know the customer wants a printed copy of the invoice mailed out.
11-30-2023 08:18 PM
One thing I just set up is an alert for when a Job is completed then you can assign a tag to that alert called special invoice or something like that and then it will email the person you select when a job is completed with the specific tag assigned to it. Hope this works for you.
11-28-2023 08:21 AM
Our guys put a note in the invoice summary if the customer wants a printed copy mailed out or anything special.
11-28-2023 08:30 AM
Hi @RachelSlape -- for the special billout, you can take advantage of your payment terms and set them up based on customer type (i.e., Commercial vs Residential), otherwise for the specific mail request I'd go with what @dwhite45 said. OR setup your customer portal and encourage customers to use this to access all their bills, service history, membership, upcoming appts.
- Sheena @ NiFT